Team Update
From the Desk of John Vance
To Our Vance Wealth Friends and Family, One of the things we do at each year-end is reflect on our recent progress before looking toward the future. This year, as we reflect on the last 18 months, we’re filled with such immense gratitude for the tremendous growth we’ve experienced. In that time, we’ve added five…
Read MoreVance Team Member Spotlight – Meet Niall Shaffery, Client Service Associate
As a Client Service Associate, Niall Shaffery is thrilled to begin his career with a great wealth management team, while he simultaneously works to expand his professional skill sets and grow within the company. “As a kid, I’d always thought about becoming a lawyer like my dad,” Niall explained. “But in high school, I really…
Read MoreVance Team Member Spotlight: Chris Pelch
When Chris Pelch came back to Vance Wealth, it was like returning home to family. As Chief Operating Officer, Chris helps strengthen and support the team every day, while continuing to help clients achieve more in business and life. He most enjoys working with a team of people he respects and admires, and he’s uniquely…
Read MoreIn the Community: Networking with NextSCV
Calling all young professionals! NextSCV, the SCV Chamber of Commerce young professionals council, came back with an in-person event that featured team trivia, local brews, and a seriously good time. On June 23, Vance Wealth team members Jerrod Ferguson and Tara White co-chaired a sold-out NextSCV Trivia Night alongside co-chair Chris Page from The City of…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, Last quarter brought some exciting changes, both personally and professionally. At home, Carmen and I celebrated our two soon to be graduates, Lauren and Evan, as they both chose to attend Boise State University in Idaho. Lauren will be studying nursing, and Evan will pursue business. It…
Read MoreVANCE TEAM MEMBER SPOTLIGHT – A Fond Farewell to Lisa Maloney
After nine years with the firm, Director of Business Operations and Chief Compliance Officer Lisa Maloney –more affectionately known as the “office mom” – is leaving the Vance Wealth team. However, she will always be part of the family. Lisa’s planning on spending much of her downtime with her mother, whom she is currently caring…
Read MoreVance Wealth welcomes back Chris Pelch as COO
Vance Wealth welcomes back Chris Pelch as COO Santa Clarita financial planning firm hires operations officer following another year of growth Santa Clarita, Calif. — After a year of record growth, Santa Clarita-based financial planning firm Vance Wealth is excited to welcome back Chief Operating Officer Chris Pelch, who is returning to the team to…
Read MoreJOHN VANCE ONCE AGAIN NAMED TO FORBES LIST OF BEST-IN-STATE WEALTH ADVISORS
FOR IMMEDIATE RELEASE Media Contact: Shanele Stoll Vance Wealth Santa Clarita, CA – John Vance President, of Vance Wealth located at 26491 Summit Circle was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 11,…
Read MoreFrom the Desk of John Vance – To Our Vance Wealth Friends and Family
We closed out last year with some quality family time at home and powerful planning at the firm, and it inspired a nice balance in life and business at the start of the new year. While the holidays were fairly uneventful, it was nice to spend Christmas at home with just the kids. We weren’t…
Read MoreQ & A with Tyler Tilton
Get to know the personal side of your finance professionals. Q: What’s your favorite aspect of the Vance Wealth company culture? A: We collaborate really well as a team. I like the company structure because it allows us to work well together and accomplish our goals. Vance Wealth truly is a family. Q: What core…
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